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Colton Groome Financial Advisors’s iShares Russell Top 200 Value ETF IWX Stock Holding History

Colton Groome Financial Advisors’s Portfolio IWX Stock Details IWX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-6,374
Closed -$670K – 165
2026
Q2 		$670K Buy
+6,374
New +$645K 0.16% 82

Other funds holding IWX

RFA
RTD Financial Advisors Philadelphia, Pennsylvania $914M AUM 11.18% 1-Year Est. Return
SWM
SigFig Wealth Management San Francisco, California $4B AUM 10.86% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KPWG
KFA Private Wealth Group Tysons, Virginia $425M AUM 14.36% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.66B AUM 13.15% 1-Year Est. Return

Colton Groome Financial Advisors's IWX Position: Q3 2026 in Review

Colton Groome Financial Advisors sold out of iShares Russell Top 200 Value ETF (IWX) in Q3 2026, closing a stake of 6,374 shares — an estimated $670K sold.

Colton Groome Financial Advisors first reported a position in IWX in Q2 2026 and held it in 1 quarter. The position peaked at $670K in Q2 2026. 10 funds tracked by Wall St. Rank hold IWX as of Q3 2026.

  • Colton Groome Financial Advisors reported no remaining iShares Russell Top 200 Value ETF position as of Q3 2026 after selling out during the quarter.
  • Colton Groome Financial Advisors sold 6,374 iShares Russell Top 200 Value ETF shares in Q3 2026, an estimated $670K.
  • Colton Groome Financial Advisors first reported a position in iShares Russell Top 200 Value ETF in Q2 2026 and held it in 1 quarter.
  • Colton Groome Financial Advisors's iShares Russell Top 200 Value ETF position peaked at $670K in Q2 2026.
  • 10 funds tracked by Wall St. Rank held iShares Russell Top 200 Value ETF as of Q3 2026.

Based on Colton Groome Financial Advisors's 13F filing for Q3 2026, filed 6 Oct 2026.